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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,146 | $79,025-75.8% | - | $273,972-93.0% |
| Participation rate | 57.1% | 74.3%-17.2pp | - | 83.0%-25.9pp |
| Annual return | 1.14% | 18.58%-17.4pp | - | 41.46%-40.3pp |
| Employer contribution / active EE | $1,156 | $4,094-71.8% | - | $4,869-76.3% |
| Participant deferral / active EE | $2,266 | $3,420-33.8% | - | $5,287-57.1% |
| Admin fee / account holder | $317 | $13,337-97.6% | - | $10,133-96.9% |